Our Value Propostion
Our Team
As the former founders, owners and operators of a number of diverse and successful specialty general agency and insurance company businesses, we have a unique understanding of how to deliver and structure the right capital transaction for owners seeking to exit or recapitalize their companies. In addition to real-world operating experience, our principals have proven transactional experience having successfully formed, funded, built, managed, acquired and divested numerous insurance businesses.
Where We Operate
With our capital partners, we are able to look at a wide variety of transaction sizes, from $5M to $150M in revenue. A majority of our investment transactions will be in the lower middle market segment (>$50M in revenue) where many specialty insurance businesses (agencies & carriers) are either slightly too small, too mono-dimensional or too early stage for bigger capital providers to engage with. We love interesting & challenging insurance businesses built by passionate entrepreneurs who are ready to exit or who have reached a tipping point in their company’s evolution.
Our Differentiation
We have significant experience within the industry and a have a diverse history through our collective backgrounds with a proven track-record of success. We know how to structure a right-sized and properly-priced capital transaction that will allow the business to achieve the additional scale, operational efficiencies or diversity it needs to truly optimize shareholder value and to provide a more secure future for its employees. We also understand the realities and idiosyncrasies of the industry that sometimes makes getting there a less than linear process.